For this recipe, you will need Visual Studio 2015 with SQL Server Data Tools (SSDT) installed as well as the KingswaySoft Microsoft Dynamics CRM integration software (you can download a fully functional trial for free if you are using it for development purposes and only running your package from within Visual Studio). Although not necessary, you also need some basic SSIS experience to easily follow the recipe.

You will also need the correct privileges in Dynamics 365 to read, create, and update the account records (or any additional privileges you require for your specific scenario).

Finally, you will need two CSV files. One with two columns, Account Name and Phone, with some sample data. The other is with five columns, Account Name, Phone, ErrorCode, ErrorColumn, and CrmErrorMessage, with no sample data.